Gavilan Investment Partners’s Liberty Broadband Class A LBRDA Stock Holding History

Gavilan Investment Partners’s Portfolio LBRDA Stock Details LBRDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-177,000	Closed	-$15M	–	13
2025 Q1	$15M	Hold	177,000	–	–	4.23%	13
2024 Q4	$13.2M	Buy	177,000 +2,000	+1%	+$165K	3.65%	13
2024 Q3	$13.4M	Hold	175,000	–	–	3.86%	13
2024 Q2	$9.55M	Hold	175,000	–	–	3.03%	13
2024 Q1	$10M	Sell	175,000 -52,500	-23%	-$3.46M	3.25%	13
2023 Q4	$18.3M	Buy	227,500 +65,500	+40%	+$5.49M	6.82%	8
2023 Q3	$14.7M	Buy	162,000 +2,000	+1%	+$178K	6.35%	9
2023 Q2	$12.8M	Buy	160,000 +5,531	+4%	+$427K	5.69%	12
2023 Q1	$12.7M	Buy	154,469 +61,401	+66%	+$5.3M	6.54%	9
2022 Q4	$7.06M	Buy	+93,068	New	+$7.57M	7.25%	7

Other funds holding LBRDA

Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

JNE Partners London, United Kingdom $243M AUM 2.37% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Gavilan Investment Partners's LBRDA Position: Q2 2025 in Review

Gavilan Investment Partners sold out of Liberty Broadband Class A (LBRDA) in Q2 2025, closing a stake of 177,000 shares — an estimated $15M sold.

Gavilan Investment Partners first reported a position in LBRDA in Q4 2022 and held it in 10 quarters. The position peaked at $18.3M in Q4 2023. 236 funds tracked by Wall St. Rank hold LBRDA as of Q2 2025.

Gavilan Investment Partners reported no remaining Liberty Broadband Class A position as of Q2 2025 after selling out during the quarter.
Gavilan Investment Partners sold 177,000 Liberty Broadband Class A shares in Q2 2025, an estimated $15M.
Gavilan Investment Partners first reported a position in Liberty Broadband Class A in Q4 2022 and held it in 10 quarters.
Gavilan Investment Partners's Liberty Broadband Class A position peaked at $18.3M in Q4 2023.
236 funds tracked by Wall St. Rank held Liberty Broadband Class A as of Q2 2025.

Based on Gavilan Investment Partners's 13F filing for Q2 2025, filed 13 Aug 2025.